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Unintended Consequences Behind the SEC’s Proposed Rules on Service Providers

Unintended Consequences Behind the SEC’s Proposed Rules on Service Providers

New rules proposed by the SEC would require greater due diligence for RIAs when working with third-party investment and compliance service providers. The proposed…

Jamie Hopkins December 5, 2022
Susan Thompson: Inspiring Fearless Women

Susan Thompson: Inspiring Fearless Women

“Fearless Girl” has been an inspiration to women since State Street Global Advisors first placed the statue in New York’s financial district in 2017.…

Jamie Hopkins December 5, 2022
Toussaint Bailey: Aligning Values with Investment

Toussaint Bailey: Aligning Values with Investment

Aligning investments with personal values is a passion for Toussaint Bailey, and it’s the foundation of Uplifting Capital, the investment platform where he…

Jamie Hopkins November 28, 2022
Framework: What It Takes to Find Financial Freedom

Framework: What It Takes to Find Financial Freedom

It’s a special episode of the Framework podcast as host Jamie Hopkins and Carson Group founder Ron Carson celebrate the launch of their new book Find Your…

Jamie Hopkins November 25, 2022
Chris Schembra: Leveraging the Power of Gratitude

Chris Schembra: Leveraging the Power of Gratitude

When Chris Schembra hosted a dinner party to show off his new pasta sauce recipe, he had no idea the conversation would lead him down a new career path. To foster…

Jamie Hopkins November 24, 2022
Mary Kate Gulick: Write a Book to Supercharge Your Business

Mary Kate Gulick: Write a Book to Supercharge Your Business

As a financial services marketing veteran who has coached numerous successful business owners, Mary Kate Gulick knows the power of authorship in establishing professional…

Jamie Hopkins November 23, 2022
Jamie Hopkins: Finding Your Financial Freedom

Jamie Hopkins: Finding Your Financial Freedom

Long-time listeners of the Framework podcast know one of the hosts’ favorite questions is about their guests’ first money memory. While it serves as…

Jamie Hopkins November 21, 2022
Tucker Bryant: Unlocking Innovation Through Vulnerability

Tucker Bryant: Unlocking Innovation Through Vulnerability

Poetry and leadership. What do they have in common? More than you might think, says Tucker Bryant. A poet and former marketing manager at Google, Tucker has a…

Jamie Hopkins November 14, 2022
Odaro Aisueni: Get Ready for Gen Z Advisors

Odaro Aisueni: Get Ready for Gen Z Advisors

In the past, advisors sometimes took a circuitous route to their profession via roles at brokerage firms, insurance companies and altogether unrelated workplaces.…

Jamie Hopkins November 7, 2022
Abby Wambach: How Rage Can Fuel Your Ambition

Abby Wambach: How Rage Can Fuel Your Ambition

Can rage be a positive emotion? It is to Abby Wambach, one of the most celebrated women in U.S. soccer. Abby recalls a time in 2016, shortly after she retired from…

Jamie Hopkins October 31, 2022
Lauren Simmons: The Power of Curiosity

Lauren Simmons: The Power of Curiosity

For all the talk of diversity, equity and inclusion in the workplace, Wall Street remains a boys’ club, specifically a white boys’ club. But that didn’t…

Jamie Hopkins October 26, 2022
Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money Dynamics

Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money Dynamics

Many financial advisors find themselves unwittingly playing the part of family counselor. Their clients, meanwhile, often don’t even realize the financial…

Jamie Hopkins October 17, 2022
Jim Cooper: Bringing Insurance to Holistic Financial Planning

Jim Cooper: Bringing Insurance to Holistic Financial Planning

Saving and investing are the cornerstones of financial planning. What gets less attention is insurance and its role as a risk-management tool. Yet, without insurance,…

Jamie Hopkins October 10, 2022
Daniel Pink: Change the Situation, Not the Person

Daniel Pink: Change the Situation, Not the Person

In trying to make positive changes – whether to our diet, exercise regime or finances – we tend to focus on our own behaviors and our own will. But maybe change…

Jamie Hopkins October 3, 2022
Dave Francis: Bringing Technological Transformation to Medicare Shopping

Dave Francis: Bringing Technological Transformation to Medicare Shopping

With too many choices and confusing deadlines, it’s no wonder enrolling for Medicare is one of the most frustrating experiences many Americans will have. But…

Jamie Hopkins September 26, 2022
Patrick Mahoney and Dennis Moore: Making Financial Planning a Profession

Patrick Mahoney and Dennis Moore: Making Financial Planning a Profession

In July 2022, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners™, announced it will lead the…

Jamie Hopkins September 19, 2022
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